401(k) · DOL Form 5500 · 2024

Sterling Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
343
Participants Below avg headcount
68th
Percentile by assets National rank
$53,238
Avg per participant Low balance/head
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Official DOL plan name: Sterling Management, Ltd. 401(k) Plan · Sponsored by Sterling Management, Ltd. · Indiana · Real Estate

$18M in assets, 343 participants

Sterling Management, Ltd.'s Sterling Management, Ltd. 401(k) Plan reported $18M in total assets and 343 participants in its 2024 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,829 in Real Estate (4,605 peers)

Sterling Management, Ltd. multi-year trail

Sterling Management, Ltd.'s plans moved +51.3% in assets from 2022 to 2024; this filing shows Sterling Management, Ltd. 401(k) Plan at $18M / 343 participants.

#3,829
in Real Estate (4,605 peers)
+13.6%
assets growth YoY

Sterling Management, Ltd. 401(k) Plan's outsized position by total assets

Sterling Management, Ltd. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,260,573 Top 32% higher than 68% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sterling Management, Ltd. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sterling Management, Ltd. 401(k) Plan sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sterling Management, Ltd. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sterling Management, Ltd. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Sterling Management, Ltd. 401(k) Plan reported participants rose from 324 in the plan year 2023 filing to 343 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 351494125 · Sterling Management, Ltd. PY 2024 · 401(k)

Sterling Management, Ltd. 401(k) Plan · $18M · 343 · 68th

  • PART $18M
  • TYPE 343
  • NET 68th
  • BOOK 401(k)
  • VS-ST near Syner-G Biopharma Group LLC 401(k) Plan
  • BOY ind #3829

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Indiana →

Sterling Management, Ltd. 401(k) Plan in the asset neighbourhood

Sterling Management, Ltd. 401(k) PlanSterling Management, Ltd. 40…$18MSyner-G Biopharma Group LLC 401(k) PlanSyner-G Biopharma Group LLC …$18MEos of North America, Inc. 401(k) Profit Sharing PlanEos of North America, Inc. 4…$18MForward Financing LLC Retirement PlanForward Financing LLC Retire…$18MExcite Credit Union 401(k) Retirement Savings PlanExcite Credit Union 401(k) R…$18M
End-of-year total assets ($M) among Sterling Management, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sterling Management, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Sterling Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 51.33039775938592% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.1M $18.3M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 306 $12M
2023 1 324 $16M
2024 1 343 $18M

Sterling Management, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN351494125
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sterling Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sterling Management, Ltd. 401(k) Plan, Total assets ($B): 0.018260573 · Participants: 343Sterling Management, Ltd. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sterling Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sterling Management, Ltd. 401(k) Plan side-by-side with 3 peers →

Sterling Management, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Syner-G Biopharma Group LLC 401(k) Plan in MA ($18M); by covered participants it is The Verescence 401(k) Plan in GA (343 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (343 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sterling Management, Ltd. 401(k) Plan assets move in 2024? ▼
Sterling Management, Ltd. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $16M to $18M. Reported net income was $2M.
How have Sterling Management, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sterling Management, Ltd.'s sponsor-wide assets grew 51.3%, from $12M to $18M.
Which 401(k) plans are similar in size to Sterling Management, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Syner-G Biopharma Group LLC 401(k) Plan in MA ($18M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Sterling Management, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Verescence 401(k) Plan in GA (343 participants, $17M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351494125.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.